Carson
Rogers

Prosperity Capital Advisors

CRD#7500802
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Carson Rogers is a financial advisor based in Mount Pleasant, South Carolina, working with Prosperity Capital Advisors. Carson has previously held positions at Armed Forces, Home City Ice, Mcdonalds, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Guardian Life Insurance, Park Avenue Securities, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, and Alison Wealth Management (D.B.A. For Advisory Business). Carson has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Carson is part of Prosperity Capital Advisors, which operates out of Mount Pleasant, South Carolina. The firm has 39 offices and 202 employees. The firm manages assets totaling $3.7 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

75 Port City Landing, Suite 110
Mount Pleasant, SC 29464

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Prosperity Capital Advisors Brokerage Details

Total Assets Under Management

$3,684,966,200

SC Average: $2,106,341,625
Total Number of Employees

202

SC Average: 34
Total Number of Accounts

14,823

SC Average: 1,972
Average Account Size

$248,598

SC Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Carson Rogers Work History

2025 - Present (0 year)

C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors

2025 - Present (0 year)

Alison Wealth Management (D.B.A. For Advisory Business)

2023 - Present (2 years)

Guardian Life Insurance

2023 - Present (2 years)

Park Avenue Securities

2019 - Present (6 years)

Armed Forces

2022 - 2023 (1 year)

Northwestern Mutual Life Insurance Company

2022 - 2023 (1 year)

Northwestern Mutual Investment Services LLC

2019 - 2021 (2 years)

Home City Ice

2017 - 2019 (2 years)

Mcdonalds

2011 - 2019 (8 years)

Student

Disclosures

Please visit the SEC profile of Carson Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Capital Advisors

Eric Langenfeld
Westlake, OH
Giovanni Ferrara
Westlake, OH
Wayne Barker
Westlake, OH
Joseph Voellm
Avon, OH
Ryan Asher
Westlake, OH
Lisa Chenet
Westlake, OH
Sarah Soria
Westlake, OH
Thomas Ponce
Westlake, OH

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